Anchor Capital Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Anchor Capital Advisors LLC reported 251 stock positions worth $3.5 billion. Its top holding was McKesson (MCK) at 2.4% of the portfolio, followed by Cboe Global Markets (CBOE, 2.3%) and Analog Devices (ADI, 2.2%). Compared with Q4 2025, it opened 19 new positions, sold out of 19, added to 76 and reduced 123. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale Arthur J Gallagher (AJG, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000813933
- Portfolio Value
- $3.5B (Q1 2026)
- SEC Filing
- 0001172661-26-001692 ↗ filed May 12, 2026
Holdings Value
Holdings 251 stocks · $3.5B
| MCK McKesson Corp. | 2.41% | 97,990 | $84.8M | Reduce -11.4% |
| CBOE Cboe Global Markets Inc. | 2.33% | 290,772 | $81.7M | Reduce -2.2% |
| ADI Analog Devices Inc. | 2.20% | 242,652 | $77.2M | Reduce -9.7% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.14% | 1,133,890 | $75.2M | Add +0.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 2.05% | 347,732 | $71.9M | Reduce -1.8% |
| FERG Ferguson Enterprises Inc. | 2.03% | 305,527 | $71.3M | Add +1.5% |
| FANG Diamondback Energy Inc. | 1.98% | 351,791 | $69.6M | Reduce -2.9% |
| PNC PNC Financial Services Group | 1.96% | 330,794 | $68.8M | Reduce -2.6% |
| CRH CRH PLC | 1.93% | 644,815 | $67.8M | Add +0.6% |
| CASY Casey's General Stores Inc. | 1.92% | 92,474 | $67.3M | Reduce -4.2% |
| APD Air Products & Chemicals Inc. | 1.80% | 218,046 | $63.3M | Add +10.6% |
| MKL Markel Group Inc. | 1.77% | 32,435 | $62.1M | Reduce -1.5% |
| IDA Idacorp Inc. | 1.68% | 413,452 | $59.1M | Reduce -1.0% |
| LNT Alliant Energy Corp. | 1.58% | 771,400 | $55.4M | Reduce -0.9% |
| GMED Globus Medical Inc. Class A | 1.57% | 639,524 | $55.1M | Reduce -8.0% |
| LAMR Lamar Advertising Co. Class A | 1.56% | 432,510 | $54.8M | Reduce -3.6% |
| ALC Alcon Inc. filed as ALCON AG | 1.49% | 696,723 | $52.5M | Reduce -2.8% |
| MAA Mid-America Apartment Comm | 1.47% | 422,083 | $51.5M | Add +7.4% |
| HUBB Hubbell Inc. | 1.47% | 104,869 | $51.5M | Reduce -2.4% |
| CNH CNH Industrial NV | 1.45% | 4,622,073 | $50.8M | Add +48.6% |
| CTVA Corteva Inc. | 1.43% | 598,577 | $50.1M | Reduce -6.1% |
| HSY The Hershey Co. | 1.42% | 240,279 | $50.0M | Reduce -3.8% |
| Q Qnity Electronics Inc. | 1.42% | 432,042 | $49.8M | Reduce -1.2% |
| XEL Xcel Energy Inc. | 1.39% | 616,558 | $49.0M | Reduce -1.1% |
| SNX TD Synnex Corp. | 1.39% | 288,846 | $48.7M | Reduce -1.6% |
| DD Dupont DE Nemours Inc. | 1.37% | 1,054,485 | $48.3M | Reduce -4.0% |
| AVY Avery Dennison Corp. | 1.33% | 270,056 | $46.6M | Reduce -0.5% |
| EXPD Expeditors Intl Wash Inc. | 1.33% | 325,500 | $46.6M | Reduce -3.2% |
| TEL Te Connectivity PLC | 1.29% | 217,338 | $45.4M | Reduce -0.9% |
| TOL Toll Brothers Inc. | 1.27% | 327,136 | $44.6M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 1.27% | 151,088 | $44.4M | Add +1.3% |
| GEHC GE Healthcare Technology | 1.26% | 620,532 | $44.2M | Reduce -7.8% |
| OTIS Otis Worldwide Corp. | 1.22% | 555,220 | $42.8M | Add +2.1% |
| YUM Yum! Brands Inc. | 1.21% | 274,360 | $42.7M | Add +0.4% |
| ACGL Arch Capital Group Ltd. | 1.21% | 443,104 | $42.5M | Add +0.7% |
| TECK Teck Resources Ltd.-CLS B | 1.17% | 792,626 | $41.0M | Add +25.3% |
| IWS iShares Russell Mid-Cap Valu | 1.16% | 278,371 | $40.6M | Reduce -11.6% |
| CPAY Corpay Inc. | 1.14% | 137,454 | $40.0M | Add +10.2% |
| CCI Crown Castle Inc. | 1.13% | 489,627 | $39.8M | Add +25.5% |
| KDP Keurig Dr Pepper Inc. | 1.13% | 1,503,199 | $39.6M | Add +15.8% |
| SOLV Solventum Corp. | 1.10% | 590,307 | $38.5M | Add +0.4% |
| ADSK Autodesk Inc. | 1.00% | 147,030 | $35.2M | Reduce -0.3% |
| REXR Rexford Industrial Realty Inc. | 1.00% | 1,070,951 | $35.1M | Reduce -0.9% |
| WSO Watsco Inc. | 0.95% | 91,378 | $33.2M | Add +7.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.94% | 398,796 | $32.9M | Add +58.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 65,757 | $31.5M | Add +36.1% |
| JNJ Johnson & Johnson | 0.87% | 125,560 | $30.7M | Reduce -15.5% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.86% | 461,710 | $30.1M | New |
| BSX Boston Scientific Corp. | 0.83% | 463,696 | $29.1M | Add +1.0% |
| BLDR Builders Firstsource Inc. | 0.82% | 348,580 | $28.7M | New |
| FLR Fluor Corp. | 0.79% | 591,572 | $27.6M | Reduce -4.3% |
| BR Broadridge Financial Solutio | 0.78% | 168,219 | $27.3M | Add +1.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.77% | 226,745 | $26.9M | Add +17.3% |
| RTX RTX Corp. | 0.75% | 137,071 | $26.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.75% | 71,416 | $26.4M | Add +11.1% |
| TT Trane Technologies PLC | 0.71% | 60,088 | $25.0M | Reduce -1.3% |
| SHEL Shell PLC-ADR | 0.69% | 262,025 | $24.4M | Add +0.3% |
| CVX Chevron Corp. | 0.69% | 117,565 | $24.3M | Add +0.3% |
| CB Chubb Ltd. | 0.68% | 72,961 | $23.8M | Reduce -0.2% |
| GS Goldman Sachs Group Inc. | 0.66% | 27,512 | $23.3M | Reduce -19.0% |
| AMAT Applied Materials Inc. | 0.64% | 65,316 | $22.3M | Reduce -11.9% |
| PAYC Paycom Software Inc. | 0.63% | 183,231 | $22.3M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.62% | 234,303 | $21.9M | Add +12.4% |
| MCD McDonald's Corp. | 0.61% | 68,589 | $21.3M | Add +30.8% |
| ETR Entergy Corp. | 0.60% | 187,018 | $21.0M | Reduce -0.2% |
| SOLS Solstice Adv Materials Inc. | 0.60% | 274,497 | $20.9M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.57% | 129,592 | $20.1M | Add +2.0% |
| LOW Lowe's Cos Inc. | 0.57% | 84,259 | $19.9M | Add +39.6% |
| CME Cme Group Inc. | 0.56% | 67,071 | $19.8M | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 0.54% | 198,823 | $19.0M | Reduce -14.2% |
| LMT Lockheed Martin Corp. | 0.52% | 30,312 | $18.3M | Reduce -0.3% |
| MPC Marathon Petroleum Corp. | 0.50% | 72,629 | $17.7M | Add +6.3% |
| V Visa Inc. Class A | 0.50% | 58,264 | $17.6M | Add +39.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.49% | 328,624 | $17.3M | Add +2.6% |
| AMT American Tower Corp. | 0.47% | 95,310 | $16.4M | Add +50.8% |
| AXP American Express Co. | 0.46% | 53,228 | $16.1M | Reduce -0.2% |
| INTC Intel Corp. | 0.44% | 347,596 | $15.3M | Add +4.5% |
| UNP Union Pacific Corp. | 0.43% | 62,951 | $15.3M | Add +2.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.42% | 134,791 | $14.9M | Reduce -1.0% |
| PH Parker Hannifin Corp. | 0.42% | 16,548 | $14.8M | Reduce -1.6% |
| HON Honeywell International Inc. | 0.42% | 65,440 | $14.8M | Add +3.4% |
| WMT Walmart Inc. | 0.42% | 117,383 | $14.6M | Reduce -24.8% |
| ABT Abbott Laboratories | 0.40% | 136,752 | $14.0M | Add +0.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.39% | 265,310 | $13.6M | Add +14.6% |
| ABBV Abbvie Inc. | 0.39% | 62,549 | $13.6M | Add +0.2% |
| O Realty Income Corp. | 0.37% | 213,771 | $13.1M | Add +1.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.34% | 221,084 | $11.8M | Add +0.5% |
| AZN Astrazeneca PLC | 0.31% | 54,763 | $10.8M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.30% | 71,920 | $10.4M | Reduce -31.5% |
| AHR American Healthcare REIT Inc. | 0.24% | 177,692 | $8.4M | Add +3.3% |
| REGN Regeneron Pharmaceuticals | 0.23% | 10,298 | $8.0M | Reduce -17.6% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 15,968 | $7.8M | Reduce -39.6% |
| AAPL Apple Inc. | 0.21% | 28,895 | $7.3M | Reduce -0.2% |
| JPLD JPMorgan Ltd. Duration ETF | 0.20% | 137,119 | $7.2M | New |
| SCHG Schwab US Large-Cap Growth | 0.17% | 200,012 | $5.8M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 69,444 | $5.5M | Reduce -2.3% |
| IWB iShares Russell 1000 ETF | 0.15% | 14,486 | $5.2M | Add +0.0% |
| FLXR TCW Flexible Income ETF | 0.14% | 128,544 | $5.0M | New |
| PGR Progressive Corp. | 0.14% | 24,217 | $4.8M | Reduce -66.4% |
| BWXT BWX Technologies Inc. | 0.13% | 22,987 | $4.7M | Reduce -88.2% |
Portfolio Sells Q4 2025 → Q1 2026
| AJG Arthur J Gallagher & Co. | Reduce -99.3% | 0.01% | −1.09 |
| BWXT BWX Technologies Inc. | Reduce -88.2% | 0.13% | −0.84 |
| HAL Halliburton Co. | Reduce -97.4% | 0.02% | −0.62 |
| GEHC GE Healthcare Technology | Reduce -7.8% | 1.26% | −0.34 |
| PGR Progressive Corp. | Reduce -66.4% | 0.14% | −0.34 |
| IWD iShares Russell 1000 Value E | Reduce -77.0% | 0.10% | −0.32 |
| MKL Markel Group Inc. | Reduce -1.5% | 1.77% | −0.28 |
| ADSK Autodesk Inc. | Reduce -0.3% | 1.00% | −0.26 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -39.6% | 0.22% | −0.22 |
| REXR Rexford Industrial Realty Inc. | Reduce -0.9% | 1.00% | −0.21 |
| MCK McKesson Corp. | Reduce -11.4% | 2.41% | −0.21 |
| GS Goldman Sachs Group Inc. | Reduce -19.0% | 0.66% | −0.20 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.19 |
| GMED Globus Medical Inc. Class A | Reduce -8.0% | 1.57% | −0.19 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.19 |
| TEL Te Connectivity PLC | Reduce -0.9% | 1.29% | −0.15 |
| ALC Alcon Inc. | Reduce -2.8% | 1.49% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -31.5% | 0.30% | −0.14 |
| IWS iShares Russell Mid-Cap Valu | Reduce -11.6% | 1.16% | −0.13 |
| EXPD Expeditors Intl Wash Inc. | Reduce -3.2% | 1.33% | −0.12 |
| AXP American Express Co. | Reduce -0.2% | 0.46% | −0.11 |
| IEF iShares 7-10 Year Treasury B | Reduce -14.2% | 0.54% | −0.11 |
| AVY Avery Dennison Corp. | Reduce -0.5% | 1.33% | −0.10 |
| PNC PNC Financial Services Group | Reduce -2.6% | 1.96% | −0.10 |
| WMT Walmart Inc. | Reduce -24.8% | 0.42% | −0.09 |
| LAMR Lamar Advertising Co. Class A | Reduce -3.6% | 1.56% | −0.09 |
| TOL Toll Brothers Inc. | Reduce -3.8% | 1.27% | −0.06 |
| GPC Genuine Parts Co. | Reduce -89.9% | 0.01% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -17.6% | 0.23% | −0.05 |
| HIFS Hingham Institution for SVGS | Sold out | 0.00% | −0.05 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.04 |
| SSNC Ss&c Technologies Holdings | Reduce -46.4% | 0.02% | −0.03 |
| ASUR Asure Software Inc. | Sold out | 0.00% | −0.03 |
| APO Apollo Global Management Inc. | Reduce -25.6% | 0.04% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -37.6% | 0.05% | −0.03 |
| CBZ Cbiz Inc. | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.03 |
| IT Gartner Inc. | Sold out | 0.00% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -58.3% | 0.02% | −0.02 |
| MTB M & T Bank Corp. | Reduce -1.8% | 2.05% | −0.02 |
| SUI Sun Communities Inc. | Reduce -14.6% | 0.11% | −0.02 |
| AAPL Apple Inc. | Reduce -0.2% | 0.21% | −0.02 |
| JILL J. Jill Inc. | Sold out | 0.00% | −0.02 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.02 |
| MEC Mayville Engineering Co. Inc. | Reduce -24.8% | 0.04% | −0.02 |
| JNJ Johnson & Johnson | Reduce -15.5% | 0.87% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -55.6% | 0.01% | −0.02 |
| CVCO Cavco Industries Inc. | Reduce -0.8% | 0.06% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.86% | +0.86 |
| BLDR Builders Firstsource Inc. | New | 0.82% | +0.82 |
| PAYC Paycom Software Inc. | New | 0.63% | +0.63 |
| CNH CNH Industrial NV | Add +48.6% | 1.45% | +0.62 |
| APD Air Products & Chemicals Inc. | Add +10.6% | 1.80% | +0.39 |
| SHY iShares 1-3 Year Treasury Bo | Add +58.7% | 0.94% | +0.33 |
| TECK Teck Resources Ltd.-CLS B | Add +25.3% | 1.17% | +0.29 |
| JPLD JPMorgan Ltd. Duration ETF | New | 0.20% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +36.1% | 0.90% | +0.19 |
| MPC Marathon Petroleum Corp. | Add +6.3% | 0.50% | +0.18 |
| CVX Chevron Corp. | Add +0.3% | 0.69% | +0.17 |
| SCHG Schwab US Large-Cap Growth | New | 0.17% | +0.17 |
| AMT American Tower Corp. | Add +50.8% | 0.47% | +0.15 |
| LOW Lowe's Cos Inc. | Add +39.6% | 0.57% | +0.15 |
| FLXR TCW Flexible Income ETF | New | 0.14% | +0.14 |
| MCD McDonald's Corp. | Add +30.8% | 0.61% | +0.14 |
| RIO Rio Tinto PLC-Spon ADR | Add +12.4% | 0.62% | +0.14 |
| SHEL Shell PLC-ADR | Add +0.3% | 0.69% | +0.14 |
| SLB SLB Ltd. | Add +14.6% | 0.39% | +0.13 |
| CCI Crown Castle Inc. | Add +25.5% | 1.13% | +0.13 |
| WSO Watsco Inc. | Add +7.0% | 0.95% | +0.11 |
| FENI Fidelity Enhanced Intl ETF | New | 0.11% | +0.11 |
| IEI iShares 3-7 Year Treasury Bo | Add +17.3% | 0.77% | +0.10 |
| FERG Ferguson Enterprises Inc. | Add +1.5% | 2.03% | +0.09 |
| INTC Intel Corp. | Add +4.5% | 0.44% | +0.08 |
| V Visa Inc. Class A | Add +39.6% | 0.50% | +0.08 |
| KDP Keurig Dr Pepper Inc. | Add +15.8% | 1.13% | +0.07 |
| HON Honeywell International Inc. | Add +3.4% | 0.42% | +0.06 |
| TPL Texas Pacific Land Corp. | Add +3.0% | 0.13% | +0.05 |
| CPAY Corpay Inc. | Add +10.2% | 1.14% | +0.05 |
| PEP Pepsico Inc. | Add +2.0% | 0.57% | +0.04 |
| CME Cme Group Inc. | Add +2.0% | 0.56% | +0.04 |
| CHRD Chord Energy Corp. | Add +25.9% | 0.09% | +0.04 |
| MGRC McGrath Rentcorp | Add +127.9% | 0.06% | +0.04 |
| O Realty Income Corp. | Add +1.4% | 0.37% | +0.03 |
| RTX RTX Corp. | Add +0.1% | 0.75% | +0.02 |
| UNP Union Pacific Corp. | Add +2.5% | 0.43% | +0.02 |
| MGNR Amer Beac GLG NTRL Rsrcs ETF | Add +6.3% | 0.12% | +0.02 |
| YUM Yum! Brands Inc. | Add +0.4% | 1.21% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +43.5% | 0.06% | +0.02 |
| NTGR Netgear Inc. | Add +38.8% | 0.07% | +0.01 |
| IJH iShares Core S&P Midcap ETF | New | 0.01% | +0.01 |
| RPM RPM International Inc. | Add +23.9% | 0.08% | +0.01 |
| SKYW Skywest Inc. | Add +36.2% | 0.06% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.01% | +0.01 |
| IJR iShares Core S&P Small-Cap E | New | 0.01% | +0.01 |
| ETON Eton Pharmaceuticals Inc. | Add +0.5% | 0.03% | +0.01 |
| ULH Universal Logistics Holdings | Add +2.8% | 0.03% | +0.01 |
| DAKT Daktronics Inc. | Add +17.9% | 0.07% | +0.01 |
| UI Ubiquiti Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 245 | $3.6B | ADI, MTB, PNC, WRB, MCK |
| Q1 2026 | 251 | $3.5B | MCK, CBOE, ADI, WRB, MTB |
| Q4 2025 | 251 | $3.5B | MCK, CRH, WRB, CBOE, ADI |
| Q3 2025 | 242 | $3.5B | MCK, WRB, CRH, CBOE, MTB |
| Q2 2025 | 240 | $3.4B | WRB, MCK, FERG, CBOE, MKL |
| Q1 2025 | 241 | $3.4B | WRB, MCK, CBOE, MKL, PNC |
| Q4 2024 | 242 | $3.5B | SHV, WRB, PNC, MCK, CBOE |
| Q3 2024 | 244 | $3.8B | SHV, WRB, CBOE, PNC, ADI |
| Q2 2024 | 239 | $3.6B | SHV, FANG, MCK, ADI, WRB |
| Q1 2024 | 238 | $3.8B | MCK, WRB, CBOE, FANG, ULTA |